Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,124 institutions that hold shares in the stock, with a total of 1.31 Billion shares, which have been reported (via 13F filing form) to have a value of $168 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
3,986
shares
|
$509,171
0.03% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
3,954
shares
|
$505,083
0.06% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,937
shares
|
$502,912
0.07% of portfolio
|
Q3 2022
Added 0.13%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,932
shares
|
$502,273
0.06% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
3,917
shares
|
$500,357
0.02% of portfolio
|
Q3 2024
Reduced 19.34%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
3,910
shares
|
$499,463
0.04% of portfolio
|
Q3 2024
Reduced 28.6%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
3,908
shares
|
$499,207
0.08% of portfolio
|
Q3 2024
Added 65.87%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
3,901
shares
|
$498,313
0.03% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
3,896
shares
|
$497,675
0.11% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
3,887
shares
|
$496,525
0.1% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
3,882
shares
|
$495,886
0.12% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
3,875
shares
|
$494,992
0.04% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
3,866
shares
|
$493,842
0.44% of portfolio
|
Q3 2024
Added 52.44%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,862
shares
|
$493,331
0.05% of portfolio
|
Q2 2024
Reduced 19.56%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,855
shares
|
$492,437
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,853
shares
|
$492,182
0.05% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
3,844
shares
|
$491,032
0.01% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
3,842
shares
|
$490,777
0.03% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
3,831
shares
|
$489,371
0.12% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
3,804
shares
|
$485,922
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
3,802
shares
|
$485,667
0.09% of portfolio
|
Q2 2024
Reduced 32.07%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
3,792
shares
|
$484,390
0.02% of portfolio
|
Q1 2024
Reduced 78.01%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
3,773
shares
|
$481,963
0.01% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
3,770
shares
|
$481,579
0.03% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,768
shares
|
$481,324
0.05% of portfolio
|
Q4 2022
Reduced 26.22%
|